Principia Wealth Advisory, LLC San Juan Basin Royalty Trust Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in San Juan Basin Royalty Trust stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 641,479 shares of SJT stock, worth $3.7 Million. This represents 3.24% of its overall portfolio holdings.
Number of Shares
641,479
Previous 653,767
1.88%
Holding current value
$3.7 Million
Previous $3.35 Billion
14.05%
% of portfolio
3.24%
Previous 3.21%
Shares
3 transactions
Others Institutions Holding SJT
# of Institutions
111Shares Held
27.3MCall Options Held
592KPut Options Held
508K-
Kingstone Capital Partners Texas, LLC Frisco, TX11.7MShares$67.5 Million0.02% of portfolio
-
Horizon Kinetics Asset Management LLC4.59MShares$26.5 Million0.37% of portfolio
-
Cannell Capital LLC Alta, WY2.23MShares$12.9 Million4.44% of portfolio
-
Morgan Stanley New York, NY825KShares$4.76 Million0.0% of portfolio
-
Mountaineer Partners Management, LLC New York, NY719KShares$4.15 Million3.33% of portfolio
About SAN JUAN BASIN ROYALTY TRUST
- Ticker SJT
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas E&P
- Shares Outstandng 46,608,800
- Market Cap $269M
- Description
- San Juan Basin Royalty Trust operates as an express trust in Texas. The company has a 75% net overriding royalty interest carved out of Southland's oil and natural gas interests (the Subject Interests) in properties located in the San Juan Basin in northwestern New Mexico. The Subject Interests consist of working interests, royalty interests, ov...